Insurance Advisor | Associate Portfolio Manager*
BA, CFP, CIM
Matt graduated with a Bachelor of Arts in Psychology from UBC and upon entering the family business he lit up when discovering that he could help people achieve and protect the dreams that matter to them. Matt is a Certified Financial Planner (CFP, Chartered Investment Manager (CIM) as well as an Insurance Advisor. He is also an Associate Portfolio Manager with WealthSmart Securities of Aligned Capital Partners Inc.*
Together with Richard Vetter, Matt publishes the weekly WealthSmarts Newsletter and co-hosts the bi-weekly WealthSmarts Podcast.
Schedule a Quick Chat or a Meeting
604-241-4357 - Ext. 3
*Investment products are provided through WealthSmart Securities of Aligned Capital Partners Inc.